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NEOS Investment Management LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEOS Investment Management LLC on CB, newest first. How the timeline and the estimate are built.

NEOS Investment Management LLC held 59,671 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,671 shares
    Change vs previous 13F +7,174 shares

    0.07% of the 13F portfolio, value $20,332,297.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,497 shares
    Change vs previous 13F +1,735 shares

    0.09% of the 13F portfolio, value $17,110,347.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,762 shares
    Change vs previous 13F +677 shares

    0.09% of the 13F portfolio, value $15,843,836.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,085 shares
    Change vs previous 13F +16,545 shares

    0.11% of the 13F portfolio, value $14,136,492.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,540 shares
    Change vs previous 13F +7,132 shares

    0.12% of the 13F portfolio, value $9,717,209.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,408 shares
    Change vs previous 13F +5,007 shares

    0.15% of the 13F portfolio, value $7,974,952.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,401 shares
    Change vs previous 13F +4,973 shares

    0.14% of the 13F portfolio, value $5,913,096.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,428 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,737,671.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).